See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,024 | $30,400-67.0% | $53,898-81.4% | $84,808-88.2% |
| Participation rate | 84.1% | 46.4%+37.7pp | 55.0%+29.2pp | 68.3%+15.8pp |
| Annual return | 15.92% | 500.19%-484.3pp | 528.60%-512.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $468 | $603-22.3% | $932-49.8% | $2,631-82.2% |
| Participant deferral / active EE | $578 | $1,199-51.8% | $1,826-68.3% | $4,212-86.3% |
| Admin fee / account holder | $802 | $1,993-59.8% | $2,491-67.8% | $7,344-89.1% |